Description: Do you want to learn quick ways to convert leads, record calls, guide sales through complicated processes, and more? Of course you do! Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the Top 5 Hacks from our very own Community members that will make your Salesforce app run like a dream, driving success for you and your business. The best part is that you can create all these hacks with just clicks, not code! Key Takeaways Convert Leads without creating Opportunities One-click Call recording One-time creation of custom list views Provide a guided sales process Reports on Records Created by Running User Intended Audience: This session is for Salesforce System Administrators, as well as Salesforce Developers, who want to learn great hack tips & tricks. No coding required! Recommended Resources and Videos: https://developer.salesforce.com/en/events/webinars/top-5-salesforce-hacks

1. Learn to Hack it: Top 5
Salesforce Hacks
July 24th 2014

2. #forcewebinar
Speaker
Mike Gerholdt
Salesforce Admin Evangelist
MikeGerholdt
mgerholdt@salesforce.com

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The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

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Have Questions?
 Don’t wait until the end to ask your question!
– Technical support will answer questions starting now.
 Respect Q&A etiquette
– Please don’t repeat questions. The support team is working
their way down the queue.
 Stick around for live Q&A at the end
– Speakers will tackle more questions at the end, time-allowing.
 Head to Developer Forums
– More questions? Visit developer.salesforce.com/forums

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Agenda
 Cover 5 Easy Salesforce Hacks
 Provide the recipe for each Hack
 Demo
 Q & A

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Why Salesforce?
Idea
Build App
Idea
buy &
setup
hardware
install
complex
software
define user
access
build & test
security
make it
mobile &
social
setup
reporting &
analytics
build
app
Traditional Platforms
6-12 Months?
App
App

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Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language
Add fields, design layouts, and manage users
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards
Programmatic Declarative

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Easy Hacks
 Convert Lead without an Opportunity
 Morph Page Layouts based on Opportunity Stage
 “One-click” Left Voicemail button
 Custom List views for all Users
 Report on records Last Modified by Running User

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Convert Lead without creating an Opportunity
Business Case:
Leads need to be converted but Opportunities should not
be created upon conversion.

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Hack Recipe
 Create a Detail Page Button on the Lead Object
 Use the following Button URL:
/lead/leadconvert.jsp?retURL=%2F{!Lead.Id}&
id={!Lead.Id}&nooppti=1

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Hack #1: Convert Lead without Opportunity
Lead
Account
Opportunity

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Convert without an
Opportunity
Demo

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Morphing Page Layouts on Opportunities
Business Case:
Based on the stage of the Opportunity- relevant fields
should be at the top and all other fields are read only.

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Hack Recipe
 Create Record Types & Page Layout for Each Sales
Stage
 Create Workflow Rules to Change Record Types based
on Stage

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Morphing Page Layouts on
Opportunities
Demo

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One-Click “Left Voicemail” Button
Business Case:
Users should be able to easily log that they left a voicemail
for a lead or contact and have a reminder to call them back
2 days later.

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Hack Recipe
 Create a Custom Detail Page Button
 Use the the following URL
 /00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}
&who_id={!Lead.Id}&what_i
d={!Lead.Company}&tsk5=Left+VoiceMail&tsk6=Left+a
+voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lea
d.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}

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Task Cheat Sheet
Tasks Field Type ID
Assigned To
ID
Text
tsk1_lkid
tsk1
Subject tsk5
Due Date tsk4
Comments tsk6
For more task & event field URL information:
http://phollaio.tumblr.com/post/22058016777/how-to-obtain-a-field-id

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One-Click Left voicemail
Button
Demo

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Custom List views for Everyone!
Business Case:
List views are becoming cluttered and not unified. Views
should run based on the running user.

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Using Salesforce Global Variables
Use global Variables to reference general information
about the current user and your organization.
Examples:
 $User.Id
 $User.Alias

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Hack Recipe
 Create 1 Formula Field using the Formula Below
IF ($User.Id = CreatedBy.Id, "TRUE",
"FALSE”)
 Create 1 List View

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Custom List Views
Demo

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Report on Records Last Modified by Running User
Business Case:
Users need a report that shows all the Contact Records
they last modified. This report should look the same and
be built by the Admin.

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Hack Recipe
 Create 1 Formula Field using the Formula Below
IF ($User.Id = LastModifiedById, 1, NULL)
 Create 1 Report

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Last Modified By Report
Demo

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Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/hackaway
#forcewebinar

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October 13-16, 2014 • San Francisco,
CA
$899 DEVELOPER DISCOUNT CODE:
D14DVLPR
#devzone

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For More Resources
 http://www.ringlead.com/salesforce-admin-hacks/
 http://youtu.be/_vUHgTqMEhg

http://youtu.be/wbYzdA_mkq0

http://appirio.com/category/tech-blog/2014/03/salesforce-admin-hack-series-user-
object/

http://appirio.com/category/tech-blog/2013/11/salesforce-admin-hack-series-recap-
case-object/

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Q&A
Mike Gerholdt
Salesforce Admin Evangelist
MikeGerholdt
mgerholdt@salesforce.com
If we don’t get to your question you can post them at:
BCA Community: http://bit.ly/Learn2Hackit
Developer Forum: http://bit.ly/devforumqa